Customer Service Representative- Berto Guerra- PEDI
About The Position
CentroMed is a nonprofit primary care provider and Federally Qualified Health Center serving San Antonio and the New Braunfels area. The Customer Service Representative (CSR) is the primary point of contact for patients at a CentroMed clinic and helps welcome patients into the system and ensure positive experiences. The role registers and processes patients and families seeking health care, social services, and counseling, and coordinates encounter data entry to meet program and agency deadlines. It also includes patient financial reviews, billing, collections, and preparation of data summaries related to the agency’s annual UDS report and Compliance & Quality Improvement activities. The position requires accurate patient account and encounter processing, appointment scheduling, eligibility and insurance verification, and coordination with patients and clinical teams. The CSR follows CentroMed policies and safety requirements and participates in quality improvement and outreach activities. Other duties may be assigned by the Director or Supervisor.
Requirements
- High school diploma or equivalent.
- General experience working in a health care setting.
- Strong clerical skills, including keyboarding and basic math.
- Computer knowledge and ability to use a calculator.
- Ability to conduct interviews, reconcile encounter reports, and conduct audits with better-than-average attention to detail.
Nice To Haves
- Experience with medical data entry.
- Bilingual English/Spanish.
Responsibilities
- Establish and update patient accounts in the computer system using identifying and account information.
- Enter charges for self-pay, insurance, and eligibility programs; reconcile charges daily and maintain accurate daily balance sheets.
- Determine patient eligibility for special programs, including Methodist Healthcare Ministries and other programs.
- Assist patients and visitors at the clinic and answer telephone calls, identifying oneself and the clinic.
- Verify insurance status using TMHP and Availity and apply knowledge of insurance and eligibility programs, including Medicaid, Medicare, CHIP, and Methodist Homeless.
- Schedule patient appointments according to established protocols.
- Maintain productivity and accurately complete encounter entries, logs, referrals, and outreach paperwork.
- Review and update household financial and demographic information annually.
- Conduct intake interviews for new patients using the standard registration form and confirm homelessness; periodically review and update patient registration and demographic information.
- Assemble medical and dental record forms for patient categories and initiate encounter forms as needed.
- Follow up on patient no-shows as directed by the Provider.
- Maintain required attire, uniform, and nametag in accordance with the Employee Policy Handbook.
- Maintain excellent attendance and punctuality.
- Support clinical teams’ patient assessments through observation and notify a clinician in an emergency.
- Follow the Employee Safety Handbook and comply with agency, OSHA, and JCAHO standards.
- Participate in the agency’s Quality Improvement Program.
- Assist with outreach activities and perform other duties assigned by the Director or Supervisor.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
